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  2. HAAG-STREIT USA, INC.
Sponsor portfolio

HAAG-STREIT USA, INC.

EIN 31-1209950-medical devices-Latest filing 2025
Plans
3
Retirement
1
$19.4M assets
Welfare
2
$247K premiums
Participants
466
3535 KINGS MILLS ROAD - MASON, OH 45040513-398-3937haag-streit-usa.comLinkedIn51-200 employeesmedical devices
Plans on this EIN
3 filings
#001401k-$19.4M - 200 part#521Fully Insured-$247K - 209 lives#519Self Funded-0 lives

Benefits portfolio analytics

2 plans / $247K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$82K
  • Dental$71K
  • Short-term disability$37K
  • Long-term disability$26K
  • Other$17K
  • Vision$14K
Total $247K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • DELTA DENTAL OF CALIFORNIA29%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Total $247K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HUB INTERNATIONAL MIDWEST LIMITED86%
  • WATCHTOWER TECHNOLOGIES INC6%
  • HORAN ASSOCIATES INC.5%
  • WATCH TOWER TECHNOLOGIES INC2%
Total $29K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$19.4M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

HAAG-STREIT USA GROUP TERM LIFE INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$247K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

HAAG-STREIT USA HOSPITALIZATION AND MEDICAL CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN401k$19.4M2002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
521HAAG-STREIT USA GROUP TERM LIFE INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$247K2092025
519HAAG-STREIT USA HOSPITALIZATION AND MEDICAL CARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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